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Stephens Inc’s United Airlines UAL Stock Holding History

Stephens Inc’s Portfolio UAL Stock Details UAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$263K Buy
+1,849
New +$192K ﹤0.01% 1124
2015
Q1 		– Sell
-14,400
Closed -$963K – 857
2014
Q4 		$963K Buy
+14,400
New +$798K 0.05% 345

Other funds holding UAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Stephens Inc's UAL Position: Q2 2026 in Review

Stephens Inc opened a new position in United Airlines (UAL) in Q2 2026: 1,849 shares worth $263K. The stake represents ﹤0.01% of the portfolio and ranks #1124 among its holdings. This is a return to the name: Stephens Inc previously reported a position in UAL as recently as Q4 2014.

Stephens Inc first reported a position in UAL in Q4 2014 and has held it in 2 quarters since. The position peaked at $963K in Q4 2014. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Stephens Inc held 1,849 shares of United Airlines worth $263K as of Q2 2026.
  • United Airlines was a new Stephens Inc position in Q2 2026.
  • United Airlines made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1124 holding.
  • Stephens Inc first reported a position in United Airlines in Q4 2014 and has held it in 2 quarters since.
  • Stephens Inc's United Airlines position peaked at $963K in Q4 2014.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.